Zoho CRM WhatsApp Integration

What you get

• Send WhatsApp widget on Lead, Contact, and Deal record pages
• Conversation history widget that pulls past messages by phone number
• Settings widget to configure your Zaptilo API token
• Dashboard with delivery, read, and reply rates
• Deluge custom functions to trigger WhatsApp from any Zoho workflow

Why Zaptilo for Zoho CRM in India?

• Pay-as-you-go pricing in INR — from ₹0.04/message at volume
• No per-user fees — whole sales team uses it for one usage cost
• India-based support, GST invoice
• Works with Zoho One, CRM Plus, and standalone CRM

Step 1: Install the extension

1. Sign up at web.zaptilo.ai
2. Generate your API token from Developer Tools → Access Tokens
3. Install the Zaptilo extension from Zoho Marketplace
4. Open the Settings widget in Zoho CRM and paste your API token

Step 2: Send WhatsApp from a Lead/Deal record

Open any Lead, Contact, or Deal. The Zaptilo widget shows in the right sidebar with a list of approved templates. Pick a template, fill in dynamic values (auto-populated from the record), and click Send.

Step 3: Trigger WhatsApp from Zoho Workflow

Use the included Deluge custom function to send WhatsApp automatically when a record is created or updated:

// Zoho Deluge custom function — send WhatsApp on lead creation
zaptilo_token = "YOUR_API_TOKEN";

response = invokeurl
[
  url: "https://web.zaptilo.ai/api/send/template"
  type: POST
  parameters: {
    "phone": "91" + lead.Mobile,
    "template": {
      "name": "lead_followup",
      "language": {"code": "en"},
      "components": [{
        "type": "body",
        "parameters": [
          {"type": "text", "text": lead.First_Name},
          {"type": "text", "text": lead.Lead_Source}
        ]
      }]
    }
  }
  headers: {"Authorization": "Bearer " + zaptilo_token, "Content-Type": "application/json"}
];

Use cases for Indian sales teams

Frequently asked questions